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SalesForce > Setup and Objects > Flashcards

Setup and Objects Flashcards

Org Setup(3%), User Setup(7%) and Standard and Custom Objects (14%)

1
Q

What set of information can an admin specify in the company information page?

A

Organization Name, Default Time Zone & Default Language

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2
Q

Which two sets of parameters are configured using locale settings?

A
  1. Time and number display format

2. First/Last Name and Date Format

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3
Q

Which user interface settings should be used to allow users with all required profile permission to edit records in the list views

A

Enable Inline Editing & Enable Enhanced Lists

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4
Q

Allows mass editing of a records fields straight from the list view

A

Enable Inline Editing

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5
Q

Gives you the ability to quickly view, customize and edit list data to speed up your daily productivity

A

Enable enhanced list

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6
Q

A company complain that the global search returns too many records. Which two configurations should an admin perform to help users manager search results

A
  1. Specific the SEARCH FILTER FIELDS for the objects search layout
  2. Reduce the number of records displayed for each object in the SEARCH RESULTS page
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7
Q

A list of records that meet specific filter criteria

A

List views

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8
Q

What are the 4 levels of data access?

A

Organization, Objects, fields and Records

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9
Q

What 4 ways can you manage record level access?

A
  1. Organization wide defaults
  2. Role Hierarchies
  3. Sharing Rules
  4. Manual Sharing
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10
Q

Where do you go to view and manage users in your org?

A

Quick Find Box in Setup to find User

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11
Q

What is the simplest way to control data access?

A

Set permissions on a particular type of object

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12
Q

What two ways can you set object permissions?

A

Profiles or permission sets

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13
Q

A_____profile determines the object they can access and the thing they can with any object record

A

Users

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14
Q

_____sets grant additional permissions and access settings to a user

A

Permission

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15
Q

_____ settings determine which data the user can see

A

Profile

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16
Q

____determine what the user can do with that data

A

Permissions

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17
Q

The settings in a _____ _____ determine whether you can see a particular app, tab, field or record type

A

Users Profile

18
Q

The profiles functionality in your org depends on what?

A

User License Types

19
Q

What is the profile overview page?

A

provides an entry point for all of the settings and permission for a single profile

20
Q

Interface that makes it easy to find and modify profile settings

A

Enhanced Profile User Interface

21
Q

What are the two general purposes for permission sets?

A
  1. to grant access to custom objects or apps

2. grant permission to specific fields

22
Q

True or False: If a person has permission in their base profile, you can give them a permission set to remove their access

A

False - if a user has permission in their base profile, you cant remove access by assigning a permission set. you have to remove it from the base profile. Permission can only add permissions

23
Q

What standard object stores information about sales deals?

A

Opportunities

24
Q

What two standard objects are related to account records?

A

Cases and Opportunities

25
Q

What three objects have a relationship with a campaign?

A

Lead, Contact and opportunity

26
Q

Which formula should an admin use to evaluate different results based on a specific condition with multiple outcomes?

A

IF

27
Q

How should an admin ensure that a picklist fields values display in consistent colors on a reports?

A
  1. update the picklist field and set the color for each value
  2. create formula field that define the color of each value
28
Q

Why is a delegated admin not able to edit the created field in an account record?

A

This is a system audit field and its ready only for existing record

29
Q

What two actions allow the admin to provide enhanced security for a field that needs infomation to be protected?

A
  1. create an encrypted field text

2. update field level secruity settings

30
Q

If a team uses many of the same opportunity fields as other team but needs different stages values, how would an admin update this to support the requirement

A

Stage selected values in the sales processes

31
Q

The cusotmer support team wast to use a different page layout when closing a case, what method should the admin use to fulfill this request?

A

Case closed page layout

32
Q

A read only field whose value is evaluated form the formula or expression defined by us. you can define formula field on both standard and custom objects

A

Formula fields

33
Q

How many defined formula field are there?

A

7- number, currency, percent, date, date/tome, checkbox and text

34
Q

What type of objects created by a user according to their needs?

A

Custom Objects

35
Q

How many standard fields are in custom objects?

A

5

36
Q

A ____ _____ field is custom object field that calculates values from related record or the record in a related list. ____ ____ field is created to display a value in a master record based on the values of field in a detail record

A

Roll-up summary

37
Q

___ ___ summary can be defined on a master detail relationship only.

A

Roll-up summary

38
Q

____ is also a one to many relationship,but in this relation, two object has no effect on deletion or security.

A

Lookup

39
Q

____ objects have a separate setting. If you delete the parent object, the __ object remains in the system. A ___ object may or may not have a parent

A

child

40
Q

Closely links object together such that the master record controls certain behaviors of the detail and subdetail record.

A

Master Object

41
Q

Relationship with many child objects but one parent object

A

One- to- many

SalesForce (17 decks)

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